Microsoft's internal memo: So Long, Intel (1992) [pdf]

Heh, I didn't read the whole thing, just the opening and closing paragraphs.

I found this amusing:

"Last year I started saying that within five years Intel would be out of the processor business. Afterwards I did wonder a bit about whether I was being too extreme, but those momentary waverings are now past"

This remark was said in May of 1992. Intel's stock would go on to rise by over 4,000% over the next 8 years. :)

Other than that it was highly prescient though. I especially like the part where it predicts the failure of Itanium.

> Their [DEC's] software story is amazingly weak (except for the system written here by the guy they spurned!), and they may not be quick enough at delivering Alpha in hardware systems.

The guy alluded to being Dave Cutler, and the system being Windows NT, presumably?

> IBM is not dead yet, but they have been diagnosed as HIV positive and it is just a matter of time."

Lol

nice